McDonald's Corporation (MCD)
What changed in recent filings
- Revenue +4% YoYQuarter ended Jun 30, 2026
- International Operated Markets segment 48% → 51%Jun 30, 2024 → Jun 30, 2026
- Institutions — 2 new · 4 added · 2 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
McDonald's Corporation recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Aug 4, 2026Revenue +3.7% YoY · EPS $3.32Released before the open: Aug 3 close → Aug 4 close, the stock moved +1.2% · over the same window, market +1.8% · sector +0.6%
- 26Q1Released May 7, 2026Revenue +9.4% YoY · EPS $2.78Released before the open: May 6 close → May 7 close, the stock moved -0.1% · over the same window, market -0.3% · sector -0.9%
- 25Q4Released Feb 11, 2026Revenue +9.7% YoY · EPS $3.03Released after the close: Feb 11 close → Feb 12 close, the stock moved +2.7% · over the same window, market -1.5% · sector -0.5%
- 25Q3Released Nov 5, 2025Revenue +3.0% YoY · EPS $3.18Released before the open: Nov 4 close → Nov 5 close, the stock moved +2.2% · over the same window, market +0.3% · sector +0.7%
The next earnings release is estimated around Nov 4, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding McDonald's Corporation
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 7 → 2026 Q2: 12 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold McDonald's Corporation
Institutions we track that reported holding this stock in their most recent 13F.
- Baillie Gifford & Co0.03% of portfolio · held as of 2019 Q1 or earlier
- National Pension Service (Korea)0.29% of portfolio · held as of 2019 Q1 or earlier
- Dodge & Coxunder 0.01% of portfolio · held as of 2019 Q1 or earlier
- PRIMECAP Management0.01% of portfolio · held as of 2019 Q1 or earlier
- Bridgewater Associates0.06% of portfolio · since 2020 Q3
- Caisse de depot (Quebec)0.12% of portfolio · since 2024 Q1
- Gates Foundation Trust0.26% of portfolio · since 2024 Q4
- Viking Global Investors2.18% of portfolio · since 2025 Q1
- Tudor Investment Corp0.04% of portfolio · since 2025 Q4
- Soros Fund Management0.41% of portfolio · since 2026 Q1
- Point72 Asset ManagementNew this quarter0.19% of portfolio · since 2026 Q2
- GQG PartnersNew this quarter0.30% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
The No. 1 fast-food company, running over 40,000 stores worldwide as franchises, with capital efficiency and stable rental income as strengths. Standardized menus, brand, and operating systems are its moat. Its low-price positioning gives recession resilience, but it is sensitive to rising food and labor costs and to shifts in regional consumption trends.
What is the Consumer Goods sector?
Staples, sportswear, and food & drink. Defensive dividend names.
McDonald's Corporation is classified under the Consumer Goods sector. See peers below.
McDonald's Corporation key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
McDonald's Corporation vs Consumer Goods sector benchmark
Median of 37 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
MCD revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $7.1B, +3.7% YoY.
The largest segment is International Operated Markets, 50.8% of revenue — a concentrated structure.
Recent revenue growth was led mainly by the International Operated Markets segment (about 55% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
MCD segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding McDonald's Corporation
Per SEC N-PORT · 2026-06-30 · by weight · factual
MCD on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Consumer Goods average
Peers · Consumer Goods
MCD FAQ
What is McDonald's Corporation (MCD)?
The No. 1 fast-food company, running over 40,000 stores worldwide as franchises, with capital efficiency and stable rental income as strengths. Standardized menus, brand, and operating systems are its moat. Its low-price positioning gives recession resilience, but it is sensitive to rising food and labor costs and to shifts in regional consumption trends.
What sector is McDonald's Corporation in?
McDonald's Corporation is classified under Consumer Goods. Staples, sportswear, and food & drink. Defensive dividend names.
What are McDonald's Corporation's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 6.3%, Operating margin 47.0%, Net margin 31.7%. Definitions and interpretation are available on Stocklore.
What are McDonald's Corporation's main revenue segments?
The largest segment is International Operated Markets, about 50.8% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze McDonald's Corporation (MCD) stock?
On Stocklore you can see MCD's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.